See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,386 | $142,405+16.1% | $115,157+43.6% | $152,861+8.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 15.64% | 41.48%-25.8pp | 35.60%-20.0pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,763 | $4,010-31.1% | $3,179-13.1% | $4,762-42.0% |
| Participant deferral / active EE | $6,032 | $5,164+16.8% | $4,168+44.7% | $5,850+3.1% |
| Admin fee / account holder | $10,752 | $8,462+27.1% | $7,088+51.7% | $11,596-7.3% |